-0.7%
BBY vs JBHT
+22.5%
-23.2%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.3% | -1.6% | -0.4% |
| 7D | +4.5% | +7.0% | -2.6% | +1.3% |
| 30D | +16.8% | +0.5% | +16.3% | +16.6% |
| 3M | +23.2% | -17.4% | +40.6% | +33.0% |
| 6M | +91.9% | -1.7% | +93.6% | +89.5% |
| YTD | +61.6% | +20.7% | +40.9% | +43.4% |
| 1Y | +43.9% | +41.1% | +2.8% | +18.0% |
| 3Y | +88.6% | +38.0% | +50.7% | +49.8% |
| All | -0.7% | +22.5% | -23.2% | -21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JBHT.
Daily Out/Under-Performance
Portfolio return minus JBHT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBHT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded JBHT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling